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W. Ben Utley | Financial Advisor

Profile img for W. Ben Utley, financial advisor at Physician Family Financial Advisors Inc.
Beaverton, OR
W. Ben Utley
Financial Advisor
Service Team Leader at
Physician Family Financial Advisors Inc.

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Allow Me to Introduce Myself
PHYSICIAN MOMS & DADS… Turn today’s worries about taxes and investing into all the money you'll need for retirement and college. * Get The Tax Breaks you Deserve: Put an end to nagging fears of missing out. Newly-minted attendings and self-employed specialists nearing retirement can relax knowing we’ll keep your income tax bill in our sights. * Do The Right Thing With Your Investments: Skip sneaky asset-based charges and keep more of what you earn. Your $575 monthly membership buys easy access to advice from our fiduciaries who can help with all your accounts, no matter where you invest. * Put Your Extra Money To Work: Cut through the overwhelm of doing everything yourself. Let our multi-specialty team of Certified Financial Planner professionals make a plan to save every dollar you’ll need for retirement and college. Follow the Physician Family Financial Advisors' Podcast on Spotify or Apple or contact us to get on track today. (Note: We only serve attending physicians and their immediate family members. We are not serving nurses, residents, or dentists at this time.)
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Clientele

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Doctors

Credentials and Designations

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Certified Financial Planner™

Education

2
University of OregonMaster of Science, ChemistryYear Obtained: 1993
Texas A&M UniversityBachelor of Science, ChemistryYear Obtained: 1992
Quick Facts About W. Ben
Years of Experience:27 yearsMember since:2023

Services Provided

How I help my clients

Tax Planning

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Investment Management

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Retirement Planning

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Pricing Models

Flat Fee

Proof of License

SEC Profile
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Beaverton, OR
W. Ben Utley
Financial Advisor
Service Team Leader at
Physician Family Financial Advisors Inc.
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Profile last updated: 03-04-2025